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BNT

Brookfield Wealth Solutions
BNT

137 hedge funds and large institutions have $181M invested in Brookfield Wealth Solutions in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 142 → 137 (-5)

9.21% less ownership

Funds ownership: 66.5% → 57.29% (-9.2%)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

32% less capital invested

Capital invested by funds: $267M → $181M (-$86.3M)

47% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 45

Holders
137
Holders Change
-5
Holders Change %
-3.52%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
24
Reduced
45
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAC
Cowen and Company
New York
+$5.88M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
+$2.18M
3
CL
CSS LLC
Illinois
+$732K
4
MIM
Manitou Investment Management
Ontario, Canada
+$690K
5
Squarepoint
Squarepoint
New York
+$639K

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$19.3M
2
Verition Fund Management
Verition Fund Management
Connecticut
-$6.24M
3
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$4.87M
4
TPM
Triasima Portfolio Management
Quebec, Canada
-$2.74M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$1.65M +$105K +3,150 +6%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$1.44M -$100 -3 -0%
Capital World Investors
28
Capital World Investors
California
$1.4M -$303K -9,124 -16%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.37M -$175K -5,271 -10%
TCM
30
Tandem Capital Management
New Jersey
$1.35M -$3.22K -97 -0.2%
Bank of Nova Scotia
31
Bank of Nova Scotia
Ontario, Canada
$1.27M -$999K -30,079 -41%
Swiss National Bank
32
Swiss National Bank
Switzerland
$991K +$64.8K +1,950 +6%
MCI
33
McDonald Capital Investors
California
$974K +$325K +9,787 +43%
SC
34
Scotia Capital
Ontario, Canada
$944K +$503K +15,135 +90%
NEI
35
Northwest & Ethical Investments
Ontario, Canada
$809K – – –
Squarepoint
36
Squarepoint
New York
$781K +$639K +19,236 +273%
Fidelity International
37
Fidelity International
Bermuda
$737K – – –
BRIM
38
Broad Run Investment Management
Virginia
$701K – – –
TWC
39
TD Waterhouse Canada
Ontario, Canada
$654K -$257K -7,735 -30%
BAM
40
Burgundy Asset Management
Ontario, Canada
$595K -$22.2K -667 -3%
Citadel Advisors
41
Citadel Advisors
Florida
$578K -$138K -4,143 -18%
LP
42
LMR Partners
United Kingdom
$543K +$607K +18,282 New
EGM
43
Engineers Gate Manager
New York
$496K +$555K +16,703 New
JVBC
44
J.V. Bruni & Co
Colorado
$455K -$1.46K -44 -0.3%
Bank of America
45
Bank of America
North Carolina
$433K -$107K -3,220 -18%
HKAM
46
Horizon Kinetics Asset Management
New York
$400K +$447K +13,443 New
Geode Capital Management
47
Geode Capital Management
Massachusetts
$339K -$52.6K -1,583 -13%
National Bank of Canada
48
National Bank of Canada
Quebec, Canada
$328K +$4.88K +147 +1%
Goldman Sachs
49
Goldman Sachs
New York
$315K +$125K +3,759 +55%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$300K – – –
1
2
3 4 5

BNT Hedge Fund Activity: Q2 2022 in Review

137 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Brookfield Wealth Solutions (BNT) for Q2 2022, worth a combined $181M — down 32% from $267M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of BNT and 15 opened new positions — a net loss of 4 holders — while 45 trimmed existing stakes and 24 added.

The largest buyer was Cowen and Company, adding an estimated $5.88M. The largest seller was Royal Bank of Canada, cutting an estimated $19.3M.

  • 137 institutional investors held Brookfield Wealth Solutions (BNT) as of Q2 2022, down from 142 in Q1 2022.
  • Funds reported $181M of Brookfield Wealth Solutions stock for Q2 2022, down 32% quarter-over-quarter.
  • 15 funds opened new Brookfield Wealth Solutions positions in Q2 2022 and 19 closed out, a net change of -4 holders.
  • The largest Brookfield Wealth Solutions buyer in Q2 2022 was Cowen and Company, an estimated $5.88M added.
  • The largest Brookfield Wealth Solutions seller in Q2 2022 was Royal Bank of Canada, an estimated $19.3M sold.

Based on aggregated 13F filings for Q2 2022.